Blase and Associates LLC

Jim Blase was recommended to me by my accountants years ago when it came time to setup family trusts. I was told "Jim is the best trust lawyer period. He is the lawyer that writes trust law that other lawyers read and copy." I agree. The man's knowledge and dedication to trust law is incredible. Jim keeps my estate legal affairs in order and most importantly, up to date. Ryan Polley works with Jim and handles the day-to-day legal issues that I need resolved. Ryan knows my estate and is always quick to respond. I lean on Ryan to make sure I keep my legal affairs correct. I highly recommend Jim and Ryan.

Jim and Ryan are very knowledgeable about the law as it relates to estate planning. They are willing to explore all avenues in their attempt to reduce tax burdens and protect assets. They listened to our goals and tailored their guidance to help achieve those objectives; and they made a concerted effort to answer questions and ensure that we understood their recommendations.

We've been with Blase and Associates for quite a few years now, and have nothing but nice things to say. Wanting to protect and provide for our family, we set up a Trust with Jim Blase and Ryan Polley. They explained our options, all the pros and cons, and have since guided us along the way with emails and newsletters addressing changes in the law. We are very confident we made the right choice with Blase and Associates.

Jim and Ryan are very knowledgeable and easy to communicate with. They strive to make complicated issues easier for clients to understand. They are truly trusted advisors.

We have been using Blase and Associates since 2009, when we setup our Trust. We have used their services multiple times since then, as our lives (and needs) continues to change. They have revised the Trust since then through 4 Amendments and Restatements, Beneficiary renaming, Trustee changes, Titling Designations, Property changes, and IRA beneficiary language changes to take advantage of the maximum 10-year deferral for IRAs. We continue to rely on them and their advice for updates, particularly since Congress is always changing something!